Personal Banker

Job Locations
US-CA-Santa Ana

Req No.

2018-1877

Category

Branch Operations

Type

Regular Full-Time

Overview

UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culturewhere your ideas matter, your growth matters, and you matter.We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful.

Responsibilities

The Personal Banker is responsible for:

• Opening new accounts, certificates, and IRA’s

• Assisting customers with service issues and account maintenance

• Inputting, processing, and funding of Consumer loans

• Inputting and processing of Real Estate loans

• Providing superior customer service on every interaction

• Providing all teller services, which include accepting deposits, payments and withdrawals

Qualifications

• High school diploma or equivalent.

• Two years minimum related financial institution experience as a Personal Banker/New Accounts Representative or in a similar customer service position which demonstrates proficiency in talking to consumers about financial accounts, products, and services.

• Knowledge of customer service functions including but not limited to opening/closing/maintaining accounts, ATM/Debit Card processing, performing account maintenance and wire transfers.